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With many advisors rightfully wary of anything that resembles "selling," why risk going out on a limb to push such plans, particularly if they aren't a central aspect of your practice?
The pandemic has condensed many potential sellers’ timetables for exiting the business and will most likely create new avenues for hungry buyers to grow through acquisition.
This past year has been tough on everyone. As an advisor, recognize that your clients are grieving and reassure them that their emotional reactions are normal.
Additionally, Virginia closed its public comment period for its own regulation based on the National Association for Insurance Commissioners' model rule from last year.
Centers of Influence (COIs) are so important in our virtual world to help financial advisors grow their business. Listen as Kirk Hulett, Executive Vice President, Business Coaching & Consulting—Advisor Group discusses strategies on aligning the...
